L&G Talks Asset Management
L&G
What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.
From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.
To find out more, visit https://am.landg.com/en-uk/institutional/insights/
L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.
This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
Episodes
Mentioned books
Jan 24, 2022 • 12min
194: Bond tantrums and equity market corrections – Market Talk
Bond yields are grinding higher and volatility has returned to global stock markets. So what’s driving the changing narrative and what can we expect to glean from this week’s all-important US Federal Reserve meeting? Ben Bennett, Head of Investment Strategy and Research, explains.
This episode is hosted by Frances Watson.
Jan 17, 2022 • 14min
193: Rising US bond yields, tech woes and a China rate cut – Market Talk
As the Federal Reserve prepares to push the button on US interest rates, Ben Bennett, head of investment strategy and research looks at the implications of rising US bond yields on the technology sector. And while the US is in a rate-tightening cycle, the latest easing measure from China comes amid renewed problems in the country’s property sector.
This episode is hosted by Frances Watson.
Jan 13, 2022 • 26min
192: CIO call special: Are we entering another Roaring Twenties?
In this month’s special edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the macro and market outlook this year, with a focus on the balancing act faced by central bankers in light of resurgent inflation. Sonja was joined by:
Colin Reedie, Head of Active Strategies
Tim Drayson, Head of Economics
The episode was hosted by Max Julius, Head of Content, and was recorded yesterday.
Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
Jan 6, 2022 • 26min
191: What does net zero mean to you: LCP
In our final episode of our mini-series, join Lindsey Bass and Laura Brown as they interview Claire Jones and Dan Mikulskis from LCP, pulling apart the threads of what net zero really means to them.
Participants:
Claire Jones, Partner and Head of Responsible Investment, LCP
Dan Mikulskis, Partner, LCP
Lindsey Bass, Head of UK Consultant Relations, LGIM
Laura Brown, Head of Client Solutions, LGIM
Dec 20, 2021 • 27min
190: LDI Outlook: Inflation focus
As inflation continues to hit the headlines, we discuss the challenges and questions that DB pension portfolios are likely to face in 2022, and what we expect from markets.SPEAKERS: Lindsey Bass, Head of UK Consultant RelationsEmma Rayner, Senior Solutions Distribution ManagerChris Jeffery, Strategist, Asset AllocationGuy Whitby-Smith, Head of Solutions Portfolio Management, LDI
Dec 15, 2021 • 28min
189: CIO outlook: How we’re tackling 2022
In this year’s final edition of the CIO call, Sonja Laud, LGIM’s chief investment officer, discussed the themes likely to dominate markets next year and other insights from our 2022 outlook. Sonja was joined by:
Will Riley, Head of Solutions
Emiel van den Heiligenberg, Head of Asset Allocation
The episode was hosted by Max Julius, Head of Content, and was recorded on 15 December.Follow us on LinkedIn and Twitter for our latest updates and discover the LGIM Blog for more insights from our investment team. Never miss another episode of LGIM Talks: hit subscribe in your Apple Podcasts, Spotify app or wherever you listen to podcasts.
Dec 10, 2021 • 22min
188: Real assets 2022 outlook
The search for yield, diversification, cashflow and secure income have all changed the way investors consider real assets in their portfolios. But what are the main factors driving the asset class? And what will 2022 bring?
Guests:
Rob Martin, Director, Strategy & ESG
Lushan Sun, Private credit research manager
This episode is hosted by Frances Watson.
Research referred to around the ‘green premium’ is Knight Frank, as at September 2021.
Dec 7, 2021 • 14min
187: Looking back on 2021 and looking forward to 2022 – Market Talk.
In the last episode of Market Talk for 2021, Ben Bennett, Head of Investment Strategy and Research takes a look back at financial markets in 2021 – what stood out for him and what surprised him the most. He also explains what key themes might dominate markets in 2022.This episode is hosted by Frances Watson.
Dec 3, 2021 • 26min
186: What does net zero mean to you: Brunel
In our third podcast on the theme of “what does net zero mean to you?”, we discuss climate targets and topics with David Vickers from Brunel.
Speakers:
Guest: David Vickers, Chief Investment Officer at Brunel Pension Partnership
Lindsey Bass, Head of UK Consultant Relations
Laura Brown, Head of Client Solutions
Dec 2, 2021 • 18min
185: LGIM looks back at a tricky year for fixed income and the 2022 outlook
Why didn’t credit markets behave the way the textbooks said they would at a time when inflation jumped? How will the oil price affect how emerging-market bonds behave? And how late are we in the cycle? In this episode, LGIM’s Raza Agha, head of emerging market credit strategy, and Matthew Rees, head of global bond strategy, explain all and assess the likely challenges, and potential “black swan” left-field events, that we might see in 2022.
This episode was hosted by Keith Campbell and recorded on 30 November.
